Who owns Wisdomtree Mortgage Plus Bond Fund etf?

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Analyze quarterly positions in Wisdomtree Mortgage Plus Bond Fund etf with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Wisdomtree Mortgage Plus Bond Fund etf stock

Who bought or sold Wisdomtree Mortgage Plus Bond Fund etf this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
IHT Wealth Management 184k $8.2M 6% Dec 2025
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Invenio Wealth Partners 182k $8.1M 9% Sep 2025
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LPL Financial 130k $5.8M 34% Dec 2025
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Atria Investments 126k $5.6M -8% Dec 2025
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Insight Advisors, LLC/ PA 97k $4.3M 1% Dec 2025
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Defined Financial Planning 85k $3.8M 23% Sep 2025
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Mariner Wealth Advisors 72k $3.2M 100% Dec 2025
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Jane Street 51k $2.3M 68% Dec 2025
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Oxinas Partners Wealth Management 46k $2.1M 3% Dec 2025
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RFG Advisory 44k $2.0M 2% Dec 2025
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WealthPoint Financial 39k $1.7M 100% Dec 2025
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Raymond James Financial 28k $1.2M 22% Sep 2025
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Concurrent Investment Advisors 26k $1.2M 1% Dec 2025
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Harbour Investments 26k $1.1M 14% Dec 2025
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Private Advisor 17k $757k 11% Dec 2025
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Vestmark Advisory Solutions 15k $646k 1% Dec 2025
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Envestnet Asset Management 14k $643k -3% Dec 2025
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Empirical Asset Management 9.6k $427k -11% Dec 2025
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Cetera Investment Advisers 9.1k $407k -51% Dec 2025
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Wealthcare Advisory Partners 7.8k $349k 16% Dec 2025
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REAP Financial Group 7.1k $316k 0% Dec 2025
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Golden State Equity Partners 6.6k $292k 37% Dec 2025
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Beacon Financial Advisory 6.6k $292k -25% Dec 2025
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Gateway Wealth Partners 5.9k $261k 12% Dec 2025
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Bank of New York Mellon 5.6k $251k 8% Dec 2025
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Summit Financial 5.1k $229k -5% Dec 2025
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Jpmorgan Chase & Co 4.1k $183k 100% Sep 2025
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Centaurus Financial 4.0k $178k 8% Dec 2025
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Evolution Wealth Management 2.9k $129k -19% Dec 2025
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CoreCap Advisors 2.8k $125k 0% Dec 2025
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Aptus Capital Advisors 2.0k $89k 100% Dec 2025
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Creative Financial Designs 315.00 $14k 0% Dec 2025
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IFP Advisors 167.00 $7.4k -25% Dec 2025
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DHJJ Financial Advisors 22.00 $980.001000 0% Dec 2025
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Smartleaf Asset Management 5.00 $231.000000 -58% Sep 2025
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FMR 1.00 $45.000000 100% Sep 2025
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Wells Fargo & Company 0 $0 -100% Dec 2025
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Who sold out of Wisdomtree Mortgage Plus Bond Fund etf?

Fund or Company Name Date Sold Shares Held Valued At
Nbc Securities Sep 2025 53k $2.3M
Armis Advisers Jun 2025 42k $1.9M
ORG Partners Sep 2025 6.2k $275k